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Charles W
ChFC®, Series 63, Series 65
Richmond, VA
LPL Financial
Charles Williams Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2005, he worked at The Main Street Group, LTD from 2015 to 2018. Outside of his advisory role, he is involved with Huguenot Financial Services Co., which offers fixed insurance products including health, disability, long-term care, and various life insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.
Paul D
Series 66
Richmond, VA
LPL Financial
Paul Davis is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Durham Public Schools and Lyft before joining LPL Financial. Davis also provides non-variable insurance sales and service focused on term-life and long-term care policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.
Brady S
Series 63, Series 65
Richmond, VA
LPL Financial
Brady Smith is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Primis Bank, Virginia Asset Group, Sona Bank, Infinex Investments, and Wells Fargo Clearing. He also serves with the Richmond Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with diverse investment strategies, third-party asset management, and institutional platforms.
Alton H
ChFC®, Series 63
Richmond, VA
LPL Financial
Alton Howell Jr. is a ChFC® credentialed financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes roles at Woodbury Financial Services and earlier periods at LPL Financial. Outside of his advisory work, Howell owns Cornerstone Brokerage Services LLC and offers prepaid legal services through Legal Shield. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
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